SVP Head of Private Client Group Bankers

Banco de Credito e Inversiones•Miami, FL

About The Position

The Head of Private Client Group (PCG) Bankers leads a team of high-value licensed bankers and financial advisors, overseeing regional sales strategies for ultra-high-net-worth and mass-affluent clients. The role supports relationship management, regulatory compliance, operational effectiveness, and growth in deposits and wealth management services. It oversees relationships with more than 2,200 PCG customers and more than $2 billion in assets under management. This is a leadership role and does not involve direct account or portfolio management; client accounts are referred to the appropriate banker within 30 calendar days. The position has responsibility for Personal Banking, which administers commercial relationships for more than 1,400 high-net-worth international clients and provides solutions such as loans, time deposits, and credit facilities, and International Wealth Management, which manages relationships with more than 580 clients and provides wealth management solutions. The Head executes the Bci Plan Internacional business plan and supervises a team of dual-hat bankers across banking and investments, supporting business development and annual goals for individual bankers and the group. Products and services include banking, asset management, and credit. As liaison in Miami for Bci’s international platform, the role coordinates initiatives and problem-solving among Bci Miami, CNB, Bci Securities, and Bci Peru; supports cross-border financing opportunities and global business development; works with Wholesale Banking Miami on prospect leads; and uses knowledge of Chilean and Peruvian clients and CNB real estate capabilities to recommend investments. The role also supports clients from other Latin American countries and PCG expansion into Colombia and Mexico, and identifies additional products and services in coordination with product managers and other units. The Head coaches, develops, and evaluates PCG bankers; sets and monitors goals and budgets; oversees training, projects, planning, expenses, and resources; coordinates product, process, reporting, and policy improvements; and ensures compliance with banking laws and company policies. The position requires working all hours necessary to fulfill responsibilities, including weekends, evenings, and holidays as needed, and travel as required.

Requirements

University degree in finance; an MBA is preferred, or equivalent years of experience in the financial industry.
Active FINRA Series 7 and Series 66 licenses in good standing, or Series 63 and Series 65 licenses in good standing.
At least 10 years of experience in a similar role at a financial institution, in international personal or private banking.
Proven experience as a supervisor or in a relevant managerial role.
Ability to understand, speak, read, and write English and Spanish.
Intermediate ability to use Microsoft Word or a similar word-processing program.
Intermediate ability to use Microsoft Excel or a similar spreadsheet program.
Intermediate ability to use PowerPoint or a similar presentation program.
Excellent communication and interpersonal skills.
Outstanding organizational and leadership skills.
Ability to adapt to and foster change.
Ability to speak effectively before groups of customers or employees.
Ability to work all hours required, including weekends, evenings, and holidays as needed, and to travel as required.
Ability to operate IBM-compatible personal computers and terminals.
Compliance with applicable banking laws, regulations, and Bci policies and codes.

Nice To Haves

MBA.
Equivalent financial-industry experience in place of a university degree in finance.

Responsibilities

Lead and supervise the Private Client Group Bankers team and execute the Bci Plan Internacional business plan.
Drive business development and achievement of individual banker and PCG group goals.
Manage, diversify, and grow PCG customer relationships and deposits and wealth management business; refer client accounts to the appropriate banker within 30 calendar days rather than directly managing portfolios.
Coordinate initiatives and resolve issues across Bci Miami, CNB, Bci Securities, Bci Peru, and relevant Chile and Peru international business teams.
Generate cross-border financing opportunities for offshore Bci clients and work with Wholesale Banking Miami to develop PCG prospect leads.
Support global business development and recommend investments using knowledge of Chilean and Peruvian clients and CNB real estate capabilities; support PCG expansion into Colombia and Mexico.
Identify products, services, product enhancements, and sales-process automation opportunities in coordination with product managers and other units.
Coach, mentor, train, and provide constructive feedback to bankers; develop their competencies and skills and conduct performance reviews.
Ensure adherence to laws, regulations, company policies, and procedures, and undertake disciplinary actions when needed.
Set goals and deadlines aligned with the Bci Plan Internacional and monitor production against budgets, taking action to achieve goals.
Work with the department team business plan to meet Balanced Score Card goals.
Develop and execute the Clean Up Project with PCG bankers.
Manage Sistematica comercial and follow-ups regarding Planificacion de Cartera for PCG bankers.
Manage expenses, resource allocation, and related costs for PCG bankers.
Work collaboratively with PCG and Bci Banca Preferencial Chile to meet Bci Plan Internacional goals and support key Bci Group client relationships and business development for Colombian, Peruvian, and Chilean clients.
Coordinate product and process design, planning, implementation, and automation to improve services to personal banking customers.
Enhance and update PCG department policies and procedures.
Coordinate the design, planning, and implementation of reports to manage department business more efficiently.
Communicate effectively, speak before groups of customers or employees, adapt to and foster change, and assume evolving duties assigned by the General Manager or Department Head.
Travel as required and work the hours necessary to fulfill the role, including weekends, evenings, and holidays as needed.
Comply with applicable state and federal regulatory and legal requirements, including the Bank Secrecy Act, Federal Election Campaign Act of 1979, Foreign Corrupt Practices Act, and Bank Bribery Amendments Act, as well as Bci’s Personnel Manual, Code of Ethics, and other policies.